Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Carrier Global Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,274
- +38 vs. Q2 2021
- Shares held
- 742.4M
- +9.77M (+1.3%) vs. Q2 2021
- Total value
- $38.4B
- +$2.83B (+8.0%) vs. Q2 2021
- New holders
- 112
- 432 more added
- Sold out
- 74
- 483 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walleye Capital LLC | 16,079 | $832.0K | 0.03% | −33,421−67.5% | Reduced |
| Triangle Securities Wealth Management | 16,109 | $834.0K | 0.28% | −2,333−12.7% | Reduced |
| River Wealth Advisors LLC | 16,194 | $838.0K | 0.14% | +574+3.7% | Added |
| Arkadios Wealth Advisors | 16,252 | $841.0K | 0.12% | −4,094−20.1% | Reduced |
| Donaldson Capital Management, LLC | 16,384 | $848.0K | 0.04% | −2,207−11.9% | Reduced |
| Palumbo Wealth Management LLC | 16,436 | $851.0K | 0.56% | +16,436 | New |
| David Loasby | 16,505 | $854.0K | 0.11% | −174−1.0% | Reduced |
| Parallel Advisors, LLC | 16,577 | $858.0K | 0.03% | +1,029+6.6% | Added |
| Montag A & Associates Inc | 16,615 | $860.0K | 0.05% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 16,630 | $861.0K | 0.12% | +217+1.3% | Added |
| EagleClaw Capital Managment, LLC | 16,600 | $862.0K | 0.22% | +250+1.5% | Added |
| Horizon Investments, LLC | 16,683 | $862.0K | 0.03% | +11,436+218.0% | Added |
| Webster Bank, N. A. | 16,688 | $863.0K | 0.10% | −2,493−13.0% | Reduced |
| Lake Street Advisors Group, LLC | 16,675 | $863.0K | 0.09% | +12,705+320.0% | Added |
| Merit Financial Group, LLC | 16,725 | $866.0K | 0.09% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 16,804 | $870.0K | 0.03% | +353+2.1% | Added |
| Parsec Financial Management, Inc. | 15,893 | $871.0K | 0.04% | +232+1.5% | Added |
| Squarepoint Ops LLC | 16,925 | $876.0K | 0.01% | +5,092+43.0% | Added |
| Maven Securities LTD | 16,937 | $877.0K | 0.10% | +16,937 | New |
| Atlantic Union Bankshares Corp | 17,064 | $883.0K | 0.08% | −500−2.8% | Reduced |
| Burns J W & Co Inc | 17,082 | $884.0K | 0.14% | −3,399−16.6% | Reduced |
| Pinnacle Associates Ltd | 17,380 | $900.0K | 0.02% | −225−1.3% | Reduced |
| TRUE Private Wealth Advisors | 17,441 | $902.0K | 0.13% | −261−1.5% | Reduced |
| FIL Ltd | 17,422 | $902.0K | 0.00% | +17,422 | New |
| Boyd Watterson Asset Management LLC | 17,460 | $904.0K | 0.33% | +1,801+11.5% | Added |
| Redpoint Investment Management Pty Ltd | 17,497 | $906.0K | 0.08% | −371−2.1% | Reduced |
| Miller Investment Management, LP | 17,500 | $906.0K | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 17,634 | $913.0K | 0.07% | −895−4.8% | Reduced |
| Curated Wealth Partners LLC | 17,652 | $914.0K | 0.51% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,707 | $917.0K | 0.15% | −695−3.8% | Reduced |
| Sandy Spring Bank | 17,781 | $920.0K | 0.05% | −2,002−10.1% | Reduced |
| Toroso Investments, LLC | 17,796 | $922.0K | 0.03% | +3,522+24.7% | Added |
| Federation des caisses Desjardins du Quebec | 18,000 | $931.4K | 0.01% | −2,036−10.2% | Reduced |
| Ellis Investment Partners, LLC | 18,007 | $932.0K | 0.24% | −7,852−30.4% | Reduced |
| Buffington Mohr McNeal | 18,059 | $935.0K | 0.18% | +638+3.7% | Added |
| Washington Trust Co | 18,349 | $950.0K | 0.03% | −418−2.2% | Reduced |
| Estabrook Capital Management | 18,436 | $954.2K | 0.15% | −75−0.4% | Reduced |
| Corient Capital Partners, LLC | 18,451 | $955.0K | 0.07% | +634+3.6% | Added |
| Shelton Capital Management | 18,564 | $961.0K | 0.04% | −20−0.1% | Reduced |
| Bessemer Group Inc | 18,864 | $976.0K | 0.00% | −3,037−13.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $983.0K | 0.20% | 00.0% | Unchanged |
| Patten & Patten Inc | 19,036 | $985.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 19,153 | $991.0K | 0.14% | −725−3.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,174 | $992.0K | 0.15% | +1,235+6.9% | Added |
| Bridges Investment Management Inc | 19,293 | $998.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 19,417 | $1.00M | 0.12% | −468−2.4% | Reduced |
| Everence Capital Management Inc | 19,460 | $1.01M | 0.08% | 00.0% | Unchanged |
| American Portfolios Advisors | 19,779 | $1.02M | 0.04% | +633+3.3% | Added |
| Caldwell Trust Co | 19,783 | $1.02M | 0.13% | +444+2.3% | Added |
| Legend Financial Advisors, Inc. | 19,809 | $1.02M | 0.65% | +19,809 | New |
| Symphony Financial, Ltd. Co. | 19,406 | $1.03M | 0.36% | +19,406 | New |
| Lipe & Dalton | 19,913 | $1.03M | 0.53% | −534−2.6% | Reduced |
| Seelaus Asset Management LLC | 20,085 | $1.04M | 0.61% | −100.0% | Reduced |
| Choate Investment Advisors | 20,166 | $1.04M | 0.07% | −120−0.6% | Reduced |
| AlphaCrest Capital Management LLC | 20,210 | $1.05M | 0.05% | +20,210 | New |
| Abbrea Capital, LLC | 20,251 | $1.05M | 0.16% | 00.0% | Unchanged |
| Wendell David Associates Inc | 20,660 | $1.07M | 0.12% | +620+3.1% | Added |
| Aureus Asset Management, LLC | 20,725 | $1.07M | 0.07% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 21,208 | $1.08M | 0.63% | +21,208 | New |
| Selway Asset Management | 20,915 | $1.08M | 0.59% | +600+3.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,683 | $1.09M | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 21,175 | $1.10M | 0.01% | +1,070+5.3% | Added |
| Advisor Resource Council | 21,336 | $1.10M | 0.34% | −36,675−63.2% | Reduced |
| Wilen Investment Management Corp. | 21,524 | $1.11M | 0.91% | 00.0% | Unchanged |
| Financial Counselors Inc | 21,463 | $1.11M | 0.02% | +56+0.3% | Added |
| Perigon Wealth Management, LLC | 21,487 | $1.11M | 0.10% | +196+0.9% | Added |
| MAI Capital Management | 21,489 | $1.11M | 0.02% | +625+3.0% | Added |
| Roberts Glore & Co Inc | 21,499 | $1.11M | 0.34% | −190−0.9% | Reduced |
| Van Leeuwen & Company, LLC | 21,551 | $1.11M | 0.68% | −1,050−4.6% | Reduced |
| AE Wealth Management LLC | 21,714 | $1.12M | 0.01% | +663+3.1% | Added |
| HighPoint Advisor Group LLC | 21,803 | $1.13M | 0.11% | +5,403+32.9% | Added |
| Rossmore Private Capital | 22,060 | $1.14M | 0.20% | +425+2.0% | Added |
| JustInvest LLC | 22,058 | $1.14M | 0.10% | +3,128+16.5% | Added |
| Investors Financial Group, LLC | 22,132 | $1.15M | 0.61% | −815−3.6% | Reduced |
| Vident Investment Advisory, LLC | 22,198 | $1.15M | 0.03% | −10,724−32.6% | Reduced |
| First Manhattan Co | 22,287 | $1.15M | 0.00% | −3,084−12.2% | Reduced |
| HAP Trading, LLC | 22,332 | $1.16M | 0.09% | +11,684+109.7% | Added |
| Warther Private Wealth, LLC | 22,059 | $1.16M | 1.03% | +2,255+11.4% | Added |
| Allstate Corp | 22,401 | $1.16M | 0.05% | −2,617−10.5% | Reduced |
| Investment Management of Virginia LLC | 22,457 | $1.16M | 0.22% | +1,075+5.0% | Added |
| Bollard Group LLC | 22,707 | $1.18M | 0.04% | +70.0% | Added |
| Garrison Point Advisors, LLC | 22,855 | $1.18M | 0.86% | +70+0.3% | Added |
| Osborne Partners Capital Management, LLC | 22,976 | $1.19M | 0.10% | −135,225−85.5% | Reduced |
| Walleye Trading LLC | 22,979 | $1.19M | 0.03% | −80,244−77.7% | Reduced |
| NorthCoast Asset Management LLC | 23,166 | $1.20M | 0.04% | −52−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,190 | $1.20M | 0.13% | +1,929+9.1% | Added |
| Brown Advisory Securities, LLC | 23,267 | $1.21M | 0.36% | +4,021+20.9% | Added |
| New England Research & Management, Inc. | 23,475 | $1.22M | 0.64% | −50−0.2% | Reduced |
| International Assets Investment Management, LLC | 45,088 | $1.22M | 0.22% | +156+0.3% | Added |
| Scotia Capital Inc. | 23,663 | $1.23M | 0.01% | −1,240−5.0% | Reduced |
| Tower Bridge Advisors | 23,717 | $1.23M | 0.08% | −150−0.6% | Reduced |
| World Asset Management Inc | 23,720 | $1.23M | 0.12% | +208+0.9% | Added |
| Benjamin Edwards Inc | 23,824 | $1.23M | 0.75% | +370+1.6% | Added |
| Marble Harbor Investment Counsel, LLC | 23,993 | $1.24M | 0.17% | +200+0.8% | Added |
| Courier Capital LLC | 24,305 | $1.26M | 0.12% | −1,114−4.4% | Reduced |
| IBM Retirement Fund | 24,590 | $1.27M | 0.10% | +60+0.2% | Added |
| Phoenix Holdings Ltd. | 24,261 | $1.28M | 0.02% | +1,125+4.9% | Added |
| Advisory Services Network, LLC | 24,859 | $1.29M | 0.04% | +831+3.5% | Added |
| Salem Investment Counselors Inc | 24,877 | $1.29M | 0.07% | −590−2.3% | Reduced |
| Southport Management, L.L.C. | 25,000 | $1.29M | 4.92% | 00.0% | Unchanged |